People and Business IFA are Independent Financial Advisers who are passionate about helping people organise their financial affairs to achieve the best possible outcomes; distributing their income and savings in the most efficient way so that their financial goals are met while allowing them to get on with living their lives.
We have over 25 years experience in the financial marketplace. Our clients include private individuals, business owners and corporate bodies, our independent status allows us to provide recommendations from the whole of the market. Our overriding target is to understand your needs and provide knowledge and advice for you to achieve your personal objectives and financial peace of mind.
We help our clients achieve the best results from their financial planning, by providing first-rate advice in the areas of investments, retirement benefit advice including pensions, wealth management, protection insurance and Inheritance Tax planning.
We create financial plans designed to achieve, maintain and protect a desired lifestyle. We firmly believe in empowering our clients so that they not only understand and are comfortable with the plans we set up, but really engage and interact with the planning process to get as much out of our service as possible.
We know every client has different financial requirements, and that it is only by understanding your desires for the future, personal objectives and attitude towards risk that can we truly make a difference.
When working with business owners we can assist with the design, implementation and provision of employee benefits to assist with the recruitment and retention of staff. Our expertise and knowledge of the industry means that we can add another dimension when providing advice to the business owner directly.
At People and Business, we do everything we can to cut through the complexity of legislation changes and industry jargon to ensure our advice is straightforward. Our clients see us as the first point of call whenever they have a financial related question.
You can book an appointment with our financial experts, which can be in our offices or at a place of your choice.
We cover the whole of the North West including areas such as Chester, Liverpool, and Manchester.